Baldwin Investment Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,650
| Closed | -$231K | – | 206 |
|
|
2024
Q4 | $231K | Hold |
1,650
| – | – | 0.03% | 192 |
|
|
2024
Q3 | $221K | Sell |
1,650
-895
| -35% | -$120K | 0.03% | 203 |
|
|
2024
Q2 | $302K | Sell |
2,545
-1,300
| -34% | -$154K | 0.04% | 180 |
|
|
2024
Q1 | $472K | Sell |
3,845
-855
| -18% | -$105K | 0.06% | 157 |
|
|
2023
Q4 | $560K | Sell |
4,700
-1,250
| -21% | -$149K | 0.09% | 132 |
|
|
2023
Q3 | $686K | Sell |
5,950
-50
| -0.8% | -$5.77K | 0.11% | 114 |
|
|
2023
Q2 | $671K | Sell |
6,000
-200
| -3% | -$22.4K | 0.11% | 123 |
|
|
2023
Q1 | $710K | Buy |
6,200
+115
| +2% | +$13.2K | 0.13% | 116 |
|
|
2022
Q4 | $703K | Sell |
6,085
-50
| -0.8% | -$5.78K | 0.13% | 112 |
|
|
2022
Q3 | $688 | Buy |
6,135
+219
| +4% | +$25 | 0.14% | 105 |
|
|
2022
Q2 | $674 | Sell |
5,916
-709
| -11% | -$81 | 0.13% | 116 |
|
|
2022
Q1 | $904 | Buy |
6,625
+1,100
| +20% | +$150 | 0.14% | 112 |
|
|
2021
Q4 | $754 | Sell |
5,525
-50
| -0.9% | -$7 | 0.12% | 127 |
|
|
2021
Q3 | $627K | Hold |
5,575
| – | – | 0.11% | 136 |
|
|
2021
Q2 | $598K | Sell |
5,575
-300
| -5% | -$32.2K | 0.1% | 138 |
|
|
2021
Q1 | $576K | Hold |
5,875
| – | – | 0.11% | 137 |
|
|
2020
Q4 | $547K | Buy |
5,875
+300
| +5% | +$27.9K | 0.11% | 135 |
|
|
2020
Q3 | $445K | Buy |
+5,575
| New | +$445K | 0.1% | 133 |
|